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WD-40
WDFC

Overview Fund Activity

220 hedge funds and large institutions have $1.34B invested in WD-40 in 2016 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 63 increasing their positions, 65 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
220
Holders Change
+5
Holders Change %
+2.33%
% of All Funds
5.51%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
34
Increased
63
Reduced
65
Closed
26
Calls
$1.1M
Puts
$1.08M
Net Calls
+$18K
Net Calls Change
-$350K

Top Buyers

1
BFA
1
BlackRock Fund Advisors
California
$129M
2
AAM
2
Aberdeen Asset Management
United Kingdom
$33.3M
3
CS
3
Credit Suisse
Switzerland
$13.5M
4
Neuberger Berman Group
4
Neuberger Berman Group
New York
$41.8M
5
CONA
5
Capital One National Association
New York
$5.6M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$4.08M
2
GKIM
2
GW&K Investment Management
Massachusetts
$17.8M
3
Retirement Systems of Alabama
3
Retirement Systems of Alabama
Alabama
$0
4
Lord, Abbett & Co
4
Lord, Abbett & Co
New Jersey
$0
5
Robeco Institutional Asset Management
5
Robeco Institutional Asset Management
Netherlands
$12.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFS
101
Bradley Foster & Sargent
Connecticut
$715K – – –
RJA
102
Raymond James & Associates
Florida
$678K +$255K +2,182 +60%
LSERS
103
Louisiana State Employees Retirement System
Louisiana
$666K -$70.1K -600 -10%
MC
104
Menta Capital
California
$664K -$263K -2,254 -28%
Envestnet Asset Management
105
Envestnet Asset Management
Illinois
$610K +$77.5K +663 +15%
KJHP
106
K.J. Harrison & Partners
Ontario, Canada
$585K +$585K +5,000 New
Bessemer Group
107
Bessemer Group
New Jersey
$561K -$11.7K -100 -2%
TRSOTSOK
108
Teachers Retirement System of the State of Kentucky
Kentucky
$538K -$35.1K -300 -6%
UBS Group
109
UBS Group
Switzerland
$530K -$208K -1,782 -28%
CTC
110
Central Trust Company
Missouri
$502K +$502K +4,290 New
FA
111
FDx Advisors
Illinois
$492K +$283K +2,427 +136%
ERSOT
112
Employees Retirement System of Texas
Texas
$468K – – –
GBBWRPM
113
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$468K – – –
SAM
114
Symphony Asset Management
California
$458K -$8.88K -76 -2%
FIM
115
Freedom Investment Management
Connecticut
$453K +$46.7K +400 +12%
Public Employees Retirement Association of Colorado
116
Public Employees Retirement Association of Colorado
Colorado
$445K – – –
CAM
117
Capstone Asset Management
Texas
$428K -$188K -1,608 -31%
AA
118
ALPS Advisors
Colorado
$416K -$7.6K -65 -2%
PAM
119
Paradigm Asset Management
New York
$409K -$433K -3,700 -51%
SBH
120
Segall Bryant & Hamill
Illinois
$406K +$10.4K +89 +3%
GWM
121
Geneos Wealth Management
Colorado
$403K – – –
JPMPWA
122
J.P. Morgan Private Wealth Advisors
California
$393K +$78K +667 +25%
SGI
123
Summit Global Investments
Utah
$386K +$386K +3,300 New
PAI
124
Pittenger & Anderson Inc
Nebraska
$380K -$27.5K -235 -7%
MERSOM
125
Municipal Employees' Retirement System of Michigan
Michigan
$378K +$32.8K +280 +9%
3 4
5
6 7